Overview

We would like to extend the opportunity to discuss joining or partnering with Wealth Distribution Strategies, LLC (WDS) to you. WDS currently has two main offices in Verona and Brookfield Wisconsin. We have developed a business plan with the goal of helping you elevate and grow your practice; or if you are near retirement, we have a plan to help you transition gracefully on a timeline that works best for you and your clients.

WDS's team of advisors can handle all of the needs of your clients. Our team approach allows for a retiring advisor to feel confident that their client base will be serviced from the top to the bottom the way they would want. If you are still in growth mode or nearing retirement you have the ability to plug into our marketing systems to help enhance your clients' experience and grow your practice.

We also have a tax advisor, Medicare specialist, and pre-Medicare health insurance specialist on the team to help support your clients as well. We host numerous client events, seminars, charity events, and social media marketing focused around our mission statement which is to help our clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time.

We look forward to having a discussion to learn more about your personal aspirations and business goals.


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